Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.32M Sell
2025
Q1
$5.04M Buy
2024
Q4
$593K Sell
2024
Q3
$590K Buy
2024
Q2
$545K Buy
2024
Q1
$586K Sell
2023
Q4
$662K Buy
2023
Q3
$465K Buy
2023
Q2
$466K Buy
2023
Q1
$438K Buy
2022
Q4
$270K Buy
2022
Q3
$200K Buy
2022
Q1
Sell
2021
Q4
$204K Buy